Assetdash

Start by pulling everything you own into one clean view. Connect your self-custody wallets with a quick address paste, link centralized exchanges via API keys, and drop in any stragglers with a CSV import. Set your base currency, choose how to calculate cost basis, and tag holdings by strategy (long-term, trading stack, experimental) so you can filter fast. Build a watchlist for assets you’re researching, turn on price and portfolio change alerts, and choose whether you want notifications by push or email. Within minutes you’ll have a live dashboard that shows balances across chains, NFTs with thumbnails and floor estimates, and aggregated performance for your entire stack.

Use the dashboard as your daily command center. Check the 24-hour movers, open your segments (e.g., Layer 2s, stablecoin reserves, yield positions), and compare returns against your targets. Set up DCA rules by pairing a recurring buy on your exchange with a reminder inside the tracker so you can log fills automatically. Schedule weekly summaries to land in your inbox with realized/unrealized PnL, fees, and top contributors. When markets shift, act quickly: rebalancing widgets show how far your allocation drifted and suggest trade sizes to get back on plan. Need to share with a partner or team? Create a read-only portfolio link that hides sensitive addresses while showing performance. Export tax-ready CSVs anytime, or sync to a spreadsheet for custom models. more